NPC

National Planning Corporation Portfolio holdings

AUM $726K
1-Year Est. Return 14.28%
This Quarter Est. Return
1 Year Est. Return
+14.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
+$99.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,855
New
Increased
Reduced
Closed

Top Buys

1 +$18.1M
2 +$16.5M
3 +$13.6M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$12.1M
5
KMI icon
Kinder Morgan
KMI
+$4.96M

Top Sells

1 +$14.4M
2 +$14.1M
3 +$13M
4
VER
VEREIT, Inc.
VER
+$12.9M
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$4.73M

Sector Composition

1 Energy 6.09%
2 Healthcare 4.94%
3 Consumer Staples 4.11%
4 Technology 4.03%
5 Financials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1851
$15.2K ﹤0.01%
+351
1852
$15.1K ﹤0.01%
+1,138
1853
$15.1K ﹤0.01%
+5,265
1854
$15.1K ﹤0.01%
+1,000
1855
$15.1K ﹤0.01%
+3,000
1856
$15.1K ﹤0.01%
+350
1857
$15K ﹤0.01%
+727
1858
$15K ﹤0.01%
+1,019
1859
$15K ﹤0.01%
+451
1860
$15K ﹤0.01%
+40
1861
$14.9K ﹤0.01%
+1,221
1862
$14.9K ﹤0.01%
+272
1863
$14.8K ﹤0.01%
+1,065
1864
$14.8K ﹤0.01%
+1,000
1865
$14.7K ﹤0.01%
+350
1866
$14.7K ﹤0.01%
+200
1867
$14.7K ﹤0.01%
500
-800
1868
$14.7K ﹤0.01%
+300
1869
$14.6K ﹤0.01%
+704
1870
$14.6K ﹤0.01%
+1,667
1871
$14.6K ﹤0.01%
+693
1872
$14.5K ﹤0.01%
+2,000
1873
$14.5K ﹤0.01%
+125
1874
$14.5K ﹤0.01%
+968
1875
$14.5K ﹤0.01%
+1,055